Personal relationships. Global resources.


I am proud to have been featured recently by Forbes and invite you to read “Pro Athletes: How To Navigate Short Careers, Long Retirements”. While the article focuses on the fiscal challenges of being a professional athlete, I find the same issues facing other clients who come into wealth suddenly or early in their careers. Please contact me to discuss how I can help you prepare for a long retirement.


Working with you

We are committed to helping create financial security and peace of mind for individuals and their families. We accomplish this by combining a high level of service with state of the art investment solutions designed to help clients achieve their goals. Investors benefit not only from a customized approach to long-term goals, but also by being involved in the decision making process. Built on a foundation of trust and satisfaction, it is this partnership that allows our clients to maintain a strategy though various market cycles.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

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Latest Insights

Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Jun 29, 2020 | RBC Wealth Management

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

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Woman organizing purse

Power of the purse: How women can use their economic power to spend with purpose

Jun 28, 2020 | RBC Wealth Management

Household purchasing is largely controlled by women, and they often spend to support causes and products they value.

Read more